DocuSign
- Information Technology And Services
- Large
San Francisco, USA
Loopio helped DocuSign handle a 200% increase in RFP submissions. The proposal team finished security questionnaires in hours instead of... days. Loopio enabled DocuSign to expand from 25 to 132 users worldwide. The platform made RFP responses more consistent and higher quality. DocuSign now manages more RFPs with less manual work and better collaboration.
Zendesk
- Information Technology And Services
- Large
San Francisco, USA
Loopio helped Zendesk automate and scale its RFP process. Zendesk's team increased efficiency by up to 70% and now supports... over 400 RFPs each year. The implementation took just 12 days. Loopio's AI and integrations, like Slack, made content easier to find and use. Zendesk moved from manual work to a streamlined, automated workflow.
Alight
- Information Technology And Services
- Very Large
Lincolnshire, USA
Loopio helped Alight manage hundreds of RFPs each year during a period of rapid growth and nine acquisitions. The old RFP... system was hard to use and led to outdated, inconsistent content. Loopio provided a single source of truth, making it easy for 250 global users to find and update RFP answers. Automated review cycles saved time and kept content accurate. Alight maintained RFP volume and quality, even while training new staff and integrating acquired companies.
Alight
- Information Technology And Services
- Large
Lincolnshire, USA
Loopio helped Alight manage RFP responses during a period of rapid growth and nine acquisitions. The proposal team used Loopio... to create a single source of truth, streamlining content management and ensuring consistent messaging. In 2021, 250 global users adopted Loopio, enabling Alight to complete hundreds of RFPs each year. The platform automated review cycles, saving time and keeping content accurate. Loopio supported Alight’s ability to scale proposals globally and maintain RFP volume through organizational changes.
Celonis
- Information Technology And Services
- Large
Munich, Germany
Celonis used Loopio to automate 55% of their RFP answers. This helped them cut RFx turnaround time by 50%. Over... 500 global users now access a secure, cloud-based library in five languages. Loopio made it easier for teams to find information and customize responses. Celonis can now focus more on selling and less on manual RFP work.
DocuSign
- Information Technology And Services
- Large
San Francisco, USA
Loopio helped DocuSign handle a 200% increase in RFP submissions. The team finished security questionnaires in hours instead of days.... Loopio's platform let DocuSign expand from 25 to 132 users. Proposal quality and consistency improved across regions. The centralized library and automation features saved time and made responses more accurate. DocuSign now responds to more RFPs while keeping high standards.
Bugcrowd
- Information Technology And Services
- Medium
San Francisco, USA
Bugcrowd used Loopio to manage Security Questionnaires. Before Loopio, one sales engineer handled all responses, which was slow and repetitive.... Loopio let the team build a shared content library and assign questions to subject matter experts. This made it easier to answer questionnaires and work with other teams. Bugcrowd cut response time by 50% and scaled from one to five sales engineers handling requests.
iovation
- Information Technology And Services
- Medium
Portland, USA
Loopio helped iovation automate their RFP and security questionnaire responses. Before Loopio, iovation managed these tasks manually by email, which... was slow and chaotic. With Loopio, up to 80% of RFPs and 90% of risk assessments are now pre-populated automatically. The team completes RFPs in half the time. Loopio's dashboard and automation tools improved project management and confidence in handling high volumes of requests.
Financial Services Case Studies and Customer Success Stories with Loopio RFP
Research Affiliates
- Financial Services
- Small
Newport Beach, USA
Loopio helped Research Affiliates nearly double their DDQ automation rate to 62%. The small team used Loopio to build a... library of 1,362 entries for due diligence and investment FAQs. Automation cut redundant work and sped up compliance-approved responses. Team members now collaborate in one place, saving time and reducing errors. Loopio enabled them to answer hundreds of complex questions without adding staff.
Loopio helped HedgeServ cut DDQ response time from 3 days to 4 hours. RFP draft completion dropped from 7 days... to 2 days. The team eliminated version control issues and improved collaboration. HedgeServ now finds and reuses content faster. GDPR questionnaire responses are much quicker. Loopio's automation and central content library made the process smoother.
Loopio helped Research Affiliates nearly double their DDQ automation rate to 62% in one year. The small team manages a... library of 1,362 entries for due diligence and investment FAQs. With Loopio, they cut redundant work and respond faster to compliance requests. The platform enables collaboration and keeps answers accurate. Research Affiliates now answers hundreds of complex questions without adding staff.
Collective Health
- Health, Wellness And Fitness
- Medium
San Francisco, USA
Loopio helped Collective Health save over 90 hours a year on manual RFP tasks. The sales enablement team used Loopio... to answer 7,000 RFP questions and enable 64 team members. The platform made it easy to find and update answers, improving RFP consistency and quality. Automation features reduced admin work, letting the team focus on strategic projects. Collective Health now responds to urgent RFPs faster and with more accuracy.
Collective Health
- Health, Wellness And Fitness
- Medium
San Francisco, USA
Loopio helped Collective Health answer 7,000 RFP questions in one year. The platform saved the team over 90 hours annually... by automating manual file exports. Sixty-four team members now collaborate easily on RFPs using a single platform. Loopio ensures consistent, high-quality messaging across all proposals. The sales team can quickly find accurate answers, improving response speed for urgent healthcare RFPs.
Loopio helped WellRight automate 53% of their RFP responses. The sales team now responds to RFPs 2-3 times faster, averaging... just 5.5 hours per RFP. WellRight scaled up to submit over 150 RFPs a year and bid on million-dollar contracts. Loopio’s platform made it easy to find answers, collaborate, and use custom templates. The sales team now spends more time on high-value activities like prospecting.
Loopio helped Netskope respond to RFPs and security questionnaires 10 times faster. Netskope now pre-populates up to 90% of responses... using Loopio’s library. They increased their RFP output from 2 to over 100 per year. Security questionnaire responses doubled, with most completed by just two people. Loopio made Netskope’s answers more consistent and thorough, earning customer praise.
Loopio helped Aspen Medical cut proposal creation time to just 30 minutes. The team now manages over 180 proposals each... year. Loopio's centralized library and automation features let staff find and update content fast. Aspen Medical improved proposal quality and consistency. The business development team now collaborates better and meets tight deadlines.